Interactive Demonstration
Experience the entire SurePrep tax process from start to finish.
Experience the entire SurePrep tax process from start to finish.
Tired of the decades-old process of sending paper engagement letters and organizers to collect client data and documents? Frustrated by the piecemeal approach of using alternative solutions like secure file-transfer tools, online portals and online organizers?
In this informative 80-minute webinar we discussed how those alternative solutions have failed to gain significant adoption because they haven’t been designed with the taxpayer’s needs in mind.
Introducing TaxCaddy, SurePrep’s brand new 1040 productivity solution. TaxCaddy:
Following the TaxCaddy demonstration we spoke with Gary and Jim Boomer, who used TaxCaddy with their CPAs last tax season. We talked to Gary and Jim about their experiences from the taxpayer perspective.
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Contact one of our product experts to ask questions or schedule a one-on-one demonstration.
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